Victoria Lake

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Subway	Maineville	OH	06/2011	08/2017
Fidelity Investments (Veritude)	Cincinnati	OH	05/2018	08/2018
Ohio University	Athens	OH	08/2018	06/2019
Ohio University	Athens	OH	10/2017	05/2018
Fidelity Investments	Cincinnati	OH	06/2019	Present
Ohio University Phonathon	Athens	OH	08/2017	10/2017
Fidelity Investments	Boston	MA	03/2025	Present

06/2011 → 08/2017

Subway

Maineville, OH
05/2018 → 08/2018

Fidelity Investments (Veritude)

Cincinnati, OH
08/2018 → 06/2019

Ohio University

Athens, OH
10/2017 → 05/2018

Ohio University

Athens, OH
06/2019 → Present

Fidelity Investments

Cincinnati, OH
08/2017 → 10/2017

Ohio University Phonathon

Athens, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Cincinnati, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-10
S63	Uniform Securities Agent State Law Examination	2019-09-27

S66 Uniform Combined State Law Examination

2021-04-10
S63 Uniform Securities Agent State Law Examination

2019-09-27

Other Names

Victoria Barnes Lake

View on SEC IAPD

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor